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福克斯集团（FOXA）与RYDER SYSTEM INC（R）财务数据对比。点击上方公司名可切换其他公司
福克斯集团的季度营收约是RYDER SYSTEM INC的1.7倍（$5.2B vs $3.1B），福克斯集团净利率更高（4.8% vs 3.0%，领先1.8%），福克斯集团同比增速更快（2.0% vs 1.0%），RYDER SYSTEM INC自由现金流更多（$273.0M vs $-791.0M），过去两年福克斯集团的营收复合增速更高（22.6% vs -0.9%）
福克斯集团是美国跨国大众传媒企业，总部位于纽约曼哈顿中城美洲大道1211号，在加州伯班克也设有办公点。公司以威廉·福克斯命名，在特拉华州注册，2019年3月19日从21世纪福克斯分拆而来，承接后者的电视广播、新闻及体育业务，由拉克兰·默多克通过家族信托持有36%投票权实现控股。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
FOXA vs R — 直观对比
营收规模更大
FOXA
是对方的1.7倍
$3.1B
营收增速更快
FOXA
高出1.0%
1.0%
净利率更高
FOXA
高出1.8%
3.0%
自由现金流更多
R
多$1.1B
$-791.0M
两年增速更快
FOXA
近两年复合增速
-0.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $3.1B |
| 净利润 | $247.0M | $93.0M |
| 毛利率 | — | — |
| 营业利润率 | 6.2% | — |
| 净利率 | 4.8% | 3.0% |
| 营收同比 | 2.0% | 1.0% |
| 净利润同比 | -36.3% | -5.1% |
| 每股收益（稀释后） | $0.52 | $2.34 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FOXAR
| Q1 26 | — | $3.1B | ||
| Q4 25 | $5.2B | $3.2B | ||
| Q3 25 | $3.7B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $4.4B | $3.1B | ||
| Q4 24 | $5.1B | $3.2B | ||
| Q3 24 | $3.6B | $3.2B | ||
| Q2 24 | $3.1B | $3.2B |
净利润FOXAR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $247.0M | $132.0M | ||
| Q3 25 | $609.0M | $138.0M | ||
| Q2 25 | $719.0M | $131.0M | ||
| Q1 25 | $354.0M | $98.0M | ||
| Q4 24 | $388.0M | $135.0M | ||
| Q3 24 | $832.0M | $142.0M | ||
| Q2 24 | $320.0M | $127.0M |
营业利润率FOXAR
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 5.6% | ||
| Q3 25 | 21.4% | 6.0% | ||
| Q2 25 | 29.2% | 5.8% | ||
| Q1 25 | 10.8% | 4.3% | ||
| Q4 24 | 10.1% | 5.7% | ||
| Q3 24 | 31.2% | 5.9% | ||
| Q2 24 | 14.6% | 5.6% |
净利率FOXAR
| Q1 26 | — | 3.0% | ||
| Q4 25 | 4.8% | 4.2% | ||
| Q3 25 | 16.3% | 4.4% | ||
| Q2 25 | 21.9% | 4.1% | ||
| Q1 25 | 8.1% | 3.1% | ||
| Q4 24 | 7.6% | 4.2% | ||
| Q3 24 | 23.3% | 4.5% | ||
| Q2 24 | 10.3% | 4.0% |
每股收益（稀释后）FOXAR
| Q1 26 | — | $2.34 | ||
| Q4 25 | $0.52 | $3.22 | ||
| Q3 25 | $1.32 | $3.32 | ||
| Q2 25 | $1.57 | $3.13 | ||
| Q1 25 | $0.75 | $2.27 | ||
| Q4 24 | $0.81 | $3.09 | ||
| Q3 24 | $1.78 | $3.24 | ||
| Q2 24 | $0.68 | $2.84 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.9B | $2.9B |
| 总资产 | $21.5B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FOXAR
| Q1 26 | — | $182.0M | ||
| Q4 25 | — | $198.0M | ||
| Q3 25 | — | $189.0M | ||
| Q2 25 | — | $180.0M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | — | $154.0M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | — | $164.0M |
总债务FOXAR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $6.6B | $7.3B | ||
| Q2 25 | $6.6B | $7.0B | ||
| Q1 25 | $7.2B | $6.7B | ||
| Q4 24 | $7.2B | $6.7B | ||
| Q3 24 | $7.2B | $6.6B | ||
| Q2 24 | $7.2B | $6.5B |
股东权益FOXAR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $10.9B | $3.1B | ||
| Q3 25 | $12.2B | $3.1B | ||
| Q2 25 | $12.0B | $3.1B | ||
| Q1 25 | $11.5B | $3.0B | ||
| Q4 24 | $11.5B | $3.1B | ||
| Q3 24 | $11.3B | $3.1B | ||
| Q2 24 | $10.7B | $3.1B |
总资产FOXAR
| Q1 26 | — | — | ||
| Q4 25 | $21.5B | $16.4B | ||
| Q3 25 | $22.8B | $16.5B | ||
| Q2 25 | $23.2B | $16.5B | ||
| Q1 25 | $23.4B | $16.4B | ||
| Q4 24 | $23.0B | $16.7B | ||
| Q3 24 | $22.5B | $16.5B | ||
| Q2 24 | $22.0B | $16.4B |
负债/权益比FOXAR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | 0.54× | 2.35× | ||
| Q2 25 | 0.55× | 2.27× | ||
| Q1 25 | 0.62× | 2.21× | ||
| Q4 24 | 0.63× | 2.14× | ||
| Q3 24 | 0.64× | 2.17× | ||
| Q2 24 | 0.67× | 2.09× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-669.0M | $583.0M |
| 自由现金流经营现金流 - 资本支出 | $-791.0M | $273.0M |
| 自由现金流率自由现金流/营收 | -15.3% | 8.7% |
| 资本支出强度资本支出/营收 | 2.4% | 13.7% |
| 现金转化率经营现金流/净利润 | -2.71× | 6.27× |
| 过去12个月自由现金流最近4个季度 | $2.3B | $595.0M |
8季度趋势，按日历期对齐
经营现金流FOXAR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $-669.0M | $749.0M | ||
| Q3 25 | $-130.0M | $442.0M | ||
| Q2 25 | $1.5B | $752.0M | ||
| Q1 25 | $2.0B | $651.0M | ||
| Q4 24 | $-362.0M | $558.0M | ||
| Q3 24 | $158.0M | $629.0M | ||
| Q2 24 | $899.0M | $552.0M |
自由现金流FOXAR
| Q1 26 | — | $273.0M | ||
| Q4 25 | $-791.0M | $344.0M | ||
| Q3 25 | $-234.0M | $-85.0M | ||
| Q2 25 | $1.4B | $63.0M | ||
| Q1 25 | $1.9B | $137.0M | ||
| Q4 24 | $-436.0M | $-201.0M | ||
| Q3 24 | $94.0M | $30.0M | ||
| Q2 24 | $787.0M | $-87.0M |
自由现金流率FOXAR
| Q1 26 | — | 8.7% | ||
| Q4 25 | -15.3% | 10.8% | ||
| Q3 25 | -6.3% | -2.7% | ||
| Q2 25 | 42.4% | 2.0% | ||
| Q1 25 | 44.4% | 4.4% | ||
| Q4 24 | -8.6% | -6.3% | ||
| Q3 24 | 2.6% | 0.9% | ||
| Q2 24 | 25.5% | -2.7% |
资本支出强度FOXAR
| Q1 26 | — | 13.7% | ||
| Q4 25 | 2.4% | 12.8% | ||
| Q3 25 | 2.8% | 16.6% | ||
| Q2 25 | 3.6% | 21.6% | ||
| Q1 25 | 1.7% | 16.4% | ||
| Q4 24 | 1.5% | 23.8% | ||
| Q3 24 | 1.8% | 18.9% | ||
| Q2 24 | 3.6% | 20.1% |
现金转化率FOXAR
| Q1 26 | — | 6.27× | ||
| Q4 25 | -2.71× | 5.67× | ||
| Q3 25 | -0.21× | 3.20× | ||
| Q2 25 | 2.10× | 5.74× | ||
| Q1 25 | 5.69× | 6.64× | ||
| Q4 24 | -0.93× | 4.13× | ||
| Q3 24 | 0.19× | 4.43× | ||
| Q2 24 | 2.81× | 4.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FOXA
| Television Segment | $2.9B | 57% |
| Distribution | $1.2B | 22% |
| Other | $621.0M | 12% |
| Advertising | $491.0M | 9% |
R
| Fleet Management Solutions | $1.5B | 47% |
| ChoiceLease | $878.0M | 28% |
| Dedicated Transportation Solutions | $553.0M | 18% |
| Commercial rental | $211.0M | 7% |
